First, we review the tailwinds for US equities that we’ve been highlighting from a Trump win, along with some of the headwinds to watch out for. Second, we highlight why we think Small Caps have at least a little bit more room to run and what we’re watching to help us know when it’s time to fade the trade. Third, we review our thoughts on the old economy, value-oriented sectors that did well on Wednesday.
By Lori Calvasina
Published November 7, 2024 | 1 min read
Published November 7, 2024 | 1 min read
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Lori Calvasina
Managing Director & Global Head of Equity Strategy, RBC Capital Markets